Define what “Healthy” means for your agency.

Your Health Score Factors
Login Activity
“How critical is regular platform access to your health score?”
💡 Tip: Emphasize this for clients needing daily platform use.
Product Adoption
How important is feature usage (time spent) to your success?”
💡 Tip: Boost this if you want to focus on feature stickiness.
Feedback Sentiment
“How much should customer feedback (surveys, ratings) impact health scores?”
💡 Tip: Increase this if you prioritize client relationships over usage metrics.
Dynamic Thresholds with Pie & Radar Charts

Health Status Thresholds

Quickly understand how engaged your sub-accounts are with these activity levels:

GoCSM Health Status Simulator

GoCSM’s Health Status Simulator combines user logins, NPS feedback and feature adoption into one weighted score, then shows a color-coded status (Thriving, Healthy, Steady, At-risk) so you can quickly spot engagement gaps.
Login Activity
Product Adoption
Feedback (NPS)
Login Activity + Feedbacks
Toggle the switch to simulate each user logging in and select their feedback from the dropdown.
User 1
User 2
User 3
User 4
User 5
Product Adoption
Check any features or custom link to simulate what features the company/sub-account has used.

GHL Features

Custom Menu Links

Health Score Overview

Health Score Overview

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